BI

BEACH INVESTMENT COUNSEL INC/PA

13F
BEACH INVESTMENT COUNSEL INC/PA
Last update 2025-04-14 117 Stocks (7 new)
Value $680.00 Mil Turnover 3 %
Countries:
Top Holdings: EPD(10.16%)ET(7.29%)MPLX(6.68%)VST(4.91%)AMZN(4.45%)
Summary Stock Picks Current Portfolio
BEACH INVESTMENT COUNSEL INC/P... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
EPD 		Enterprise Products Partners LP
2,021,932
69,030.0
-2.61%
10.160
-0.23%
0.090
-4.47%
+2.40%
67,366.1
Oil & Gas
ET 		Energy Transfer LP
2,666,295
49,570.0
-3.08%
7.290
-0.22%
0.080
-1.05%
-6.58%
60,639.5
Oil & Gas
MPLX 		MPLX LP
848,333
45,400.0
-2.35%
6.680
-0.13%
0.080
-1.38%
+11.34%
52,367.2
Oil & Gas
VST 		Vistra Corp
284,086
33,360.0
-10.94%
4.910
-0.65%
0.080
+34.91%
+24.15%
57,981.6
Utilities - Independent Power Producers
AMZN 		Amazon.com Inc
159,054
30,260.0
-9.98%
4.450
-0.52%
0.000
-0.22%
-5.23%
2,207,245.8
Retail - Cyclical
LNG 		Cheniere Energy Inc
115,895
26,820.0
-2.60%
3.950
-0.09%
0.050
+12.34%
+14.01%
54,091.3
Oil & Gas
NEE 		NextEra Energy Inc
349,117
24,750.0
-10.62%
3.640
-0.40%
0.020
+2.27%
+1.37%
147,192.1
Utilities - Regulated
GOOGL 		Alphabet Inc
153,784
23,780.0
-8.21%
3.500
-0.35%
0.000
-2.67%
-11.04%
2,048,508.5
Interactive Media
HR 		Healthcare Realty Trust Inc
1,109,343
18,750.0
-11.24%
2.760
-0.32%
0.320
-13.44%
-13.04%
4,983.2
REITs
JPM 		JPMorgan Chase & Co
72,055
17,680.0
-12.55%
2.600
-0.33%
0.000
+4.78%
+10.52%
727,983.8
Banks

BEACH INVESTMENT COUNSEL INC/PA's Historical Top Holdings Breakdowns

BEACH INVESTMENT COUNSEL INC/PA's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BSX 		Boston Scientific Corp2025-03-31Sold Out
-1.41%
●
89.38 ($100.7) 106.18
$102.83
2.12%
Sold Out
0
-116,921
APO 		Apollo Global Management Inc2025-03-31Reduce
-1.15%
●
126.01 ($153.77) 172.06
$130.28
-15.28%
Reduce -36.86%
88,017
-51,381
BAC 		Bank of America Corp2025-03-31Add
+1.07%
●
39.61 ($44.56) 47.74
$44.38
-0.40%
Add 87.96%
371,688
173,935
XIFR 		XPLR Infrastructure LP2025-03-31Reduce
-0.91%
●
8.38 ($11.34) 18.87
$8.66
-23.63%
Reduce -93.68%
25,470
-377,703
CRH 		CRH PLC2025-03-31Reduce
-0.66%
●
87.97 ($98.34) 110.51
$92.80
-5.63%
Reduce -31.02%
116,802
-52,522
VST 		Vistra Corp2025-03-31Reduce
-0.65%
●
108.49 ($149.41) 191.89
$170.87
14.36%
Reduce -10.94%
284,086
-34,912
AMZN 		Amazon.com Inc2025-03-31Reduce
-0.52%
●
190.26 ($217) 242.06
$207.91
-4.19%
Reduce -9.98%
159,054
-17,624
MDLZ 		Mondelez International Inc2025-03-31Add
+0.48%
●
56.12 ($61.63) 68.15
$66.37
7.69%
Add 71.85%
114,140
47,723
NEE 		NextEra Energy Inc2025-03-31Reduce
-0.40%
●
66.96 ($70.58) 76.16
$71.50
1.30%
Reduce -10.62%
349,117
-41,471
C 		Citigroup Inc2025-03-31Reduce
-0.37%
●
67.23 ($76.25) 84.63
$76.67
0.55%
Reduce -16.28%
198,261
-38,548

BEACH INVESTMENT COUNSEL INC/PA Total Holding History ($B)

To

BEACH INVESTMENT COUNSEL INC/PA's Asset Allocation

To

BEACH INVESTMENT COUNSEL INC/PA Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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BEACH INVESTMENT COUNSEL INC/PA's Hypothetical Growth since 2025-03-31

BEACH INVESTMENT COUNSEL INC/PA's Yearly Returns

Year Portfolio % % Excess Gain %

BEACH INVESTMENT COUNSEL INC/PA's Holdings Heat Map

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BEACH INVESTMENT COUNSEL INC/PA's Holdings Bubble Chart

BEACH INVESTMENT COUNSEL INC/PA News

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